Creating and editing staff profiles

Overview

This article outlines the process for creating Connectworks profiles for your staff. Note that creating a profile for a staff member does not automatically allow that person to access or use Connectworks. For your staff to access Connectworks you can either select to invite them to join your Connectworks account while creating their profile, or else first create their profile, then subsequently invite them to join your account.

Contents

1. Creating staff profiles

2. Inviting staff to use Connectworks

3. Editing staff profiles

 

Creating staff profiles

You can create profiles for your staff members in the Administration tab of your Firm Workspace:

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This allows you to add their name and email address, and set their firm management and client management roles and access rights.

You can also record them as a partner or director of your firm, which then enables your firms clients to be assigned to the partner or manager responsible for their oversight.

After you click create, the person will be listed in the People & employees section of your Administration tab.

 

Inviting staff to use Connectworks

You can invite your staff to access your Connectworks account either while creating their profile or after you have created their profile, by clicking the Invite button next to their name in the People & employees list.

The person will receive an email with a link to accept the invitation and create their Connectworks’ password.

After you have sent an invitation, it is possible to retract the invitation before it is accepted by using the rescind button. 

Once the invitation has been accepted, the staff member will appear in the People and Employees list without an Invite or Rescind button.

 

Editing staff profiles

You can edit your staff members’ profiles in the People & Employees section of the your firm’s Administration tab. Note that where a staff member has accepted an invitation to access Connectworks, the ability to edit their name is only available to that person.

Your staff members can edit their own profiles in their Personal Workspace.

 

 

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